Charles Schwab Trust Co - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Charles Schwab Trust Co ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,133,749
+266.9%
6,916
+289.2%
0.13%
+156.0%
Q4 2021$309,000
+16.6%
1,7770.0%0.05%
-3.8%
Q3 2021$265,000
-54.7%
1,777
-55.1%
0.05%
-54.8%
Q2 2021$585,000
-5.5%
3,962
-13.2%
0.12%
-10.2%
Q1 2021$619,000
+20.2%
4,565
+15.2%
0.13%
+3.2%
Q4 2020$515,000
+11.5%
3,9620.0%0.12%
-12.7%
Q3 2020$462,000
+101.7%
3,962
+81.3%
0.14%
+86.8%
Q2 2020$229,000
-24.9%
2,185
-34.4%
0.08%
-36.1%
Q4 2019$305,000
+14.7%
3,3310.0%0.12%
-4.0%
Q3 2019$266,0003,3310.12%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
Thinkbetter Group LLC 194,674$30,083,00030.65%
AGF Investments LLC 1,539,773$229,919,00022.69%
WestEnd Advisors, LLC 2,521,958$376,578,828,00011.33%
Advisors Preferred, LLC 537,338$81,444,00011.32%
Lunia Capital LP 3,000$448,0009.97%
Evolution Wealth Advisors, LLC 301,742$45,056,0009.66%
Biltmore Wealth Management, LLC 157,102$23,458,0009.39%
Conservest Capital Advisors, Inc. 546,203$81,559,0009.19%
Leicht Financial Planning & Wealth Management, Inc. 96,942$14,980,0009.00%
INNEALTA CAPITAL, LLC 105,798$15,798,0008.85%
View complete list of SELECT SECTOR SPDR TR shareholders